Altrincham, United Kingdom | Posted on 29/04/2026
Our client, a leading Wealth Management firm in Altrincham, is looking to recruit an IFA Administrator into their Pension & Investment Team.
Candidates applying should have a minimum of two years experience in this type of role and a very high level of attention to detail along with the ability to work independently, managing their own workload of tasks delegated by the Team Manager.
Our client supports their staff with professional development, which includes paying a bonus on each exam passed.
Day‑to‑day duties
* Processing and submitting new business adhering to the new business workflow.
* Submitting Letters of Authority and collating all required plan details for research and analysis.
* Portfolio rebalancing, buying and selling; accurately processing client withdrawals and contributions and monitoring them through to completion.
* Preparing clients' packs for Annual Review meetings and then completing the work required post meeting.
* Writing basic suitability reports.
* Completing research for new business cases, primarily fund and cost analysis.
Previous experience
* Intelliflo
* A J Bell
* Transact
* Royal London
* CanadaLife International
* FE Analytics
This role is fully office based; however the option to work flexibly for two days a week would be available for the right candidate after a training period.
Benefits (after 3 months permanent service)
* Company Pension
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